Estimated time: 5 min
This guide outlines the purpose and explains how to generate a Coverage Report in the Advocate Platform.
What You'll Learn
01 — Generate the Coverage Report (Step 1)
02 — Review the Compliance Report PDF (Step 2)
What It Does
Advocate's customizable coverage reports provide a list of compliance requirements based on the Risk Profile and current policies in a Case.
When a Risk Profile is updated in the Advocate system with new requirements, the Coverage Report will automatically reflect the updated requirements.
Tip: Check the Coverage Reports when doing policy renewals each year. The reports can be sent to brokers and borrowers to help them place compliant renewal policies.
Step 1: Generate the Coverage Report
Open the desired Case and from any tab, click "Case Intelligence" in the top right of the page.
Click "Coverage Report."
Select the desired coverage groups, assets, and policies which should be included in the report.
Then choose the report structure and the way the requirements should display.
Click "Generate Report."
The report will automatically download as a PDF.
Step 2: Review the Compliance Report PDF
The actual report will show the Coverage Type, Required Value for compliance, Current Value listed in the compliance checklist, and field value Status.
